STRT STRATTEC SECURITY CORP

BULLISH Impact: 5/10 Insider Cluster (3 insiders)
Horizon weeks Filed May 12, 2026 Processed 29d 16h ago
Insider cluster: 2 insiders, $186K total
Latest settled — T+5d
STRT ▲ +7.17% at T+5d
LONG call ✓ call won +7.17% · α vs SPY +7.77% · entry $62.76 → $67.26
Next anchor: T+20d due 4d ago
Currently $79.48 · +26.64% from $62.76 entry
Entry anchored
May 11, 03:59 PM ET
via Databento tick
T+1d
-0.49%
call -0.49% · α -1.07%
$62.45
settled 5w ago
T+5d
+7.17%
call +7.17% · α +7.77%
$67.26
settled 26d ago
T+20d
call — · α —
due 4d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

STRATTEC's CEO, CFO, and a director collectively purchased $286K in open-market shares over a 7-day window following a Q3 FY2026 earnings miss (EPS $0.90 vs. $1.14 consensus, revenue -4.5% YoY). The cluster is 100% buys, with the CFO's $125K purchase being the largest single trade. At 0.11% of market cap ($261M), the dollar value is modest but notable given the C-suite participation and the timing just after a bearish earnings report.

Key Financial Metrics

Direction
buying
Total Value
$286.0K
Insiders
3

Actionable Insight

The cluster of C-suite and director open-market buys immediately after a significant earnings miss is a strong contrarian signal. Per academic literature, cluster buys — especially by C-suite — predict ~3.8% abnormal returns over 21 days. The cross-filing actuarial verdicts confirm this combo (earnings + insider trades) is an AMPLIFIER. Monitor for any follow-on buying or a guidance update; the stock may have been oversold on the miss.

Key Facts

  • CEO Jennifer Slater bought $100K total on May 12-13 at ~$62.50/share.
  • CFO Matthew Pauli bought $125K on May 12 at $62.53.
  • Director Frederic Liebau Jr. bought $61K on May 12 at $61.37.
  • Total cluster value: $286K, representing 0.11% of STRT's $261M market cap.
  • Cluster occurred 5-6 days after a Q3 miss that sent the stock down (EPS -21% vs consensus, revenue -4.5% YoY).

Financial Impact

Insider purchases totaling $286K, or ~0.11% of market cap, concentrated in C-suite and board.

insider ownershipmarket sentiment

Risk Factors

  • The earnings miss was real and fundamental (revenue decline, EV program cancellations); insider buys may be early or wrong.
  • At 0.11% of market cap, the dollar amount is modest — not a 'bet the farm' signal.
  • Historical calibration for this segment shows negative net alpha at T+20 (-6.6%), suggesting the broader sector has been a headwind.

Market Snapshot

Exchange
Nasdaq
Sector
Motor Vehicle Parts & Accessories
Analyst Consensus
0% bullish (6 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-STRT-1778793336990
3 reports for STRT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for STRT — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
NEUTRAL ★ 3/10
$77.55 awaiting T+5awaiting T+5$79.48 (+2.49%)
May 12, 2026
4w ago
Insider Cluster
BULLISH ★ 5/10
$62.76 $67.26▲ +7.17%▲ +7.77%$79.48 (+26.64%)
May 7, 2026
5w ago
8-K
BEARISH ★ 7/10
$62.45 $64.40▼ −3.12%▼ −1.66%$79.48 (−27.27%)
Showing 3 of 3

US Market Status

Market Closed — Opens Mon (47h 21m)

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